Produced By: Ensombl
Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.1
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1